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Great news for employees/members of The Lewis Workplace Pension Trust (TLWPT) scheme: strong investment performance during these volatile times. Do you know how your workplace pension is invested and if they are the right funds for you? Business owners, is your workplace pension scheme offering the best value to your employees or is it just ticking a box? Get in contact to see how The Lewis Workplace Pension Trust may change the way you look at workplace pension schemes.

via Professional Pensions: Defined benefit pension schemes are faced with a myriad of ongoing risks and challenges, with the last year proving to be an especially bumpy time for the market. The effects of last year's liability-driven investment (LDI) crisis were not consistent across schemes and they have lasting ramifications. Some schemes emerged from the turmoil better funded and closer to their endgames. Yet many schemes fared worse and must revisit liquidity management and their ability to react quickly in times of market stress. The new normal market environment is volatile and full of challenges and uncertainty. Read more from Punter Southall's Richard Jones on why an ever-changing DB pensions landscape requires innovative solutions: https://hubs.ly/Q021Mw5f0

The recently launched book "Decision Making for Pension Boards" is featured in Pensions & Investments. In this book, the authors Martijn Vos and Alfred Slager aim at helping pension boards make better decisions in an increasingly complex and competitive environment by making effective use of models. #governance #assetallocation #pensionfunds #decisionmaking

Is the pension market ready for net zero? A net zero commitment involves integrating climate change into the core of portfolio management. As pension schemes and asset managers transition from setting net zero targets to achieving them, they face greater complexity and must allocate more resources to meet these goals. In this article, Matt Hutchinson, Rowleys Head of Pensions and Partner, explores more about how the pressure to be net zero is impacting the pension market. https://lnkd.in/euBhcWSb #accountants #netzero #pensions

📢 BREAKING NEWS: Tayside Pension Fund - Mis-advised Transfers 📢 Huge numbers of members of the Tayside Pension Fund final salary scheme have been misled into transferring their fund elsewhere. Beat The Banks continue to uncover multiple cases of inappropriate advice. A total of 41 different local employers were eligible to join the scheme.   These type of pensions, offer substantial benefits and guarantees. Moving is only likely best advice in a tiny minority of cases. Losses for those mis-advised to move can run into six figures. Read more here:

RBA is honored and proud to be named as one of Pensions & Investments 2023 Best Places to Work in Money Management for the third consecutive year. Learn more about how we earned this prestigious industry recognition: https://lnkd.in/eemf3-HJ #bestplacestowork2023 #moneymanagement #BPTW2023

📈 #Markettrends | The Dutch Pensions Act will transform #pensionfunds' investment models, communication, and reporting. Find out how asset servicers work supporting this transition in the first article of our #PensionsPartnerships series. 👇

There are several options for providing executives with more flexible pensions. As an alternative to your standard scheme, you could offer directors a personal pension, a self-invested personal pension (SIPP), or a small self-administered scheme (SSAS). These all have different options that senior employees may find beneficial, and don’t worry about the ‘personal’ tag, they can all accept employer contributions.

In Mercer Canada’s 2023 Shaping the Future survey of defined benefit (DB) plan sponsors, we found that all DB pension plans faced the same drivers and motivations in terms of ESG and sustainability. For small and mid-sized pensions, there is the opportunity to modernize their governance and monitoring frameworks to take steps forward with ESG integration. Larger pension plans are clearly leading and not slowing down. They are taking more action in all respects: more engagement, thematic investing, tracking progress against benchmarks and reporting. Thank you to ACPM - ACARR | Association of Canadian Pension Management for featuring my article on what pension plan sponsors are and could be doing to take ESG and sustainability into consideration. https://lnkd.in/efUGmNqm

What are executive pensions and should business owners offer them to directors? Offering a separate pension to your executives allows them more flexibility and tailoring in areas such as investment choices and how they take benefits. https://lnkd.in/dxSH2haD